Wr Wealth Planners, LLC Msci Eafe Value ETF Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 33,106 shares of EFV stock, worth $1.87 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
33,106
Previous 33,413
0.92%
Holding current value
$1.87 Million
Previous $1.82 Million
3.41%
% of portfolio
0.55%
Previous 0.58%
Shares
6 transactions
Others Institutions Holding EFV
# of Institutions
959Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.42 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$809 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$666 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$517 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$451 Million0.03% of portfolio